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SOAR Playbooks

The SOAR Playbooks page is used to build, import, manage, and operate response workflows.

Where to find it

Playbooks

Navigate through:

Navigation path

SOAR
Automation Infrastructure
Playbooks

Application route

/soar/playbook-automation

What Playbooks are used for

Automate incident response

Execute repeatable actions without manual steps.

Standardize workflows

Ensure consistent handling of alerts and incidents.

Reduce manual effort

Save analyst time by automating repetitive tasks.

Connect integrations

Use runners and integrations to perform actions across systems.

Track executions

Monitor job history and playbook outcomes.

Reuse workflows

Build modular, repeatable automation steps.

Main View

playbooks-overview

The page shows your Playbook Table. Selecting a Playbook directs you to the Playbook Builder.

Playbook Table

playbook-table

The Playbook Table holds all of your Playbooks, with an activation button, history of past runs, an edit operation, and a delete button.

Playbooks on the table hold the following fields:

Title and description
Last execution time
Total runs
Status
Actions

Create a Playbook

After pressing the New Playbook button, you can insert a Playbook Title and Description to add a Playbook to the table. Once you’ve added both fields, click Create.

playbook-create

Playbook Status

Playbooks hold two status types. Active and Inactive, these describe if the Playbook service is enabled or not.

Enabled – active
Disabled – inactive

Row Actions

The Playbooks table has an Actions columns, where users can modify each the Playbook and read their run history.

playbook-actions

Edit

Modify logic in the Playbook Builder.

Execution history

Review past runs.

Delete

Remove playbook.

Playbook Builder

The Playbook builder is the interface which defines Playbook logic and execution. It provides you the option to establish a structure of a trigger rule and an automated response (typically in regards to risk mitigation).

Playbook logic is made on the Workflow canvas, which utilizes Building blocks that function as nodes. Two mandatory nodes, a start node an end node; and three optional nodes, a trigger node, a conditional node, and an action node. They usually follow the order of the screenshot below:

playbook-builder

On the right of the page, playbooks document their Execution History with the actions made and respective timestamp. This panel provides a searchbox for easier and faster navigation.

After building your Playbook logic, you should click on Save Playbook. Playbooks can also be exported in json format using the Export button on the top right. These can later be used for Playbook imports on the main Playbook Table.

Altogether, the main components of the builder page are these:

Workflow canvas
Building blocks
Execution panel
Save/export controls

Example Playbook

For demonstration, a SOC Team can use playbooks to send notifications and isolate the endpoints from the network if certain conditions are met.

In this example, Playbooks will monitor if an alert type is of Critical severity (5). If the alert triggerred corresponds to a Potential Remote Powershell Session Initiated (as defined in the Monitors page), then the playbook will check for the condition node. This node will ensure that the process executable is not “C:\Windows\System32\svchost.exe” (To handle potential FP noise) , AND that the agent.name is equal to “STORAGE” (To specify for a particular crucial host in the network).

Once all of these conditions are verified, the playbook will initiate its actions and send a notification, this will be sent to an email that is defined in the contacts page (you can also use one of the integrated services in the Integrations page after setting up credentials for that service). And simultanesouly, the host will be isolated from the network.

playbook-example

Workflow of this Playbook:

Using Integrations

You can connect external integration to your playbook with this type of workflow:

Trigger Types

Trigger nodes follow 4 types of triggers:

Manual trigger
Alert-based trigger
Monitor-based trigger
Case-linked trigger

Workflow

Below is a SOC workflow for Playbooks:

Troubleshooting

Playbook not running

  1. 1

    Check if the Playbook status is active and enabled

  2. 2

    Verify the Playbook trigger in the builder

  3. 3

    Confirm Playbook Builder workflow path

Action fails

  1. 1

    Verify your credentials

  2. 2

    Refresh the page

  3. 3

    Look for a status message on the bottom right of the page

Runs too often

  1. 1

    Tighten the Playbook Builder conditions to produce less triggers

  2. 2

    Reduce broad matching in your Playbook workflow

Best Practices

Use clear names

Use precise and consistent naming to describe the Playbook behavior.

Start simple

Add safe actions at first and expand along with your knowledge.

Control risk

Use precise conditions for accurate risk mitigation.

Test workflows

Always validate before production, as Playbooks can be very impactful in either a very positive or harmful manner.

Review history

Monitor runs, double check that everything is working as intended.

Related Pages

PageDescription
IntegrationsConfigure and manage connections between Logstail's SOAR and external security tools and services.
MonitorsCreate and manage alerting rules that evaluate security and operational data.
AlertsCreate and manage alerting rules that evaluate security and operational data.
Notification ChannelsConfigure how alerts are delivered to users, teams, and external systems.
ContactsManage people and teams involved in security operations and incident response.